Donor-Advised Funds 101
Donor-Advised Funds 101: Giving USA 2017 recently reported that charitable giving continued to rise last year, with an estimated $390 billion donated to charitable causes. The report found that total giving...
Long-Term Care Insurance 101
Welcome to Long-Term Care Insurance 101! Statistically, most people who are age 65 and older will need some form of long-term care insurance at some point in their lives. That...
Living Probate? What is that?
We’re often asked “What is living probate?” Too many people regard estate planning as little more than an after-death distribution plan for their assets. Whether they choose to transfer their...
Inheritance Planning Insights
Inheritance Planning Insights that will help you determine what may be right for your family. Did you know baby boomer parents will leave an estimated $30 trillion to their offspring...
Baby Boomer Divorce
Although the Baby Boomer Divorce rate in the United States is declining slightly, the divorce rate among those age 50 and older is increasing. It seems that more people are...
Life Insurance Assurance
Life insurance assurance is something almost everyone will need to consider at one time or another, in one form or another. This is because mortality is 100% on every actuarial...
“Daughter Syndrome”
“Daughter Syndrome” often refers to the situation in which women are taking care of their parents, in-laws or other loved ones. Many of these women are facing numerous challenges as...
Elder Abuse Epidemic
The Elder Abuse Epidemic is a major issue for baby boomers. Every year approximately five million senior Americans are abused, neglected or exploited. Even worse, for every reported case another...
Getting Your Estate Organized
Have you been considering getting your estate organized? In many married couples, one of the spouses is the “organizer” and overall detail person. It seems that the old adage is...